Testamentary Capacity Cases

Explore 22 court opinions on Testamentary Capacity. AI-powered plain English summaries, key holdings, and legal analysis.

22 recent cases analyzed in this topic area.

Courts Deciding Testamentary Capacity Cases

ohioctapp (7)calctapp (3)texapp (2)sc (2)fladistctapp (1)la (1)ala (1)ohio (1)

Recent Testamentary Capacity Opinions (22)

John F. Crittenden, Jr. and Laurie B. Crittenden v. Reginald H. Tumlin, Jr., Ronald G. Tumlin and Reginald H. Tumlin as Successor Trustees of the Georgie H. Terwillegar Revocable Living Trust

Trust amendment and property sale upheld on appeal

fladistctapp · 2026-04-14 · Defendant Win · Impact: 25/100

John F. Crittenden, Jr. and Laurie B. Crittenden v. Reginald H. Tumlin, Jr., Ronald G. Tumlin and Reginald H. Tumlin as Successor Trustees of the Georgie H. Terwillegar Revocable Living Trust, decided...

In re Estate of Shurman

No-Contest Clause Enforceable Against Bad-Faith Will Challenge

ohioctapp · 2026-04-13 · Defendant Win · Impact: 40/100

In re Estate of Shurman, decided by Ohio Court of Appeals on April 13, 2026, resulted in a defendant win outcome. The Ohio Court of Appeals considered whether a "no-contest" clause in a will was enfor...

In re Estate of Fogle

Will's residuary clause grants wife fee simple, not life estate

ohioctapp · 2026-03-19 · Defendant Win · Impact: 15/100

In re Estate of Fogle, decided by Ohio Court of Appeals on March 19, 2026, resulted in a defendant win outcome. The Ohio Court of Appeals considered whether a will's "residuary clause" was specific en...

In re Estate of Troutman

No-Contest Clause Upheld in Will Contest Case

ohioctapp · 2026-03-13 · Defendant Win · Impact: 30/100

In re Estate of Troutman, decided by Ohio Court of Appeals on March 13, 2026, resulted in a defendant win outcome. The Ohio Court of Appeals considered whether a "no-contest" clause in a will was enfo...

Succession of Laurie Maria Brocato

Appeals Court Upholds Disinheritance of Daughter, Finding No Lack of Capacity or Undue Influence in Mother's Will

la · 2026-03-06 · Defendant Win · Impact: 45/100

This case involves a dispute over the Last Will and Testament of Laurie Maria Brocato. Ms. Brocato executed a will in 2017, leaving all her property to her two children, Anthony and Angela. However, i...

Holly Wren Wallace Schumpert v. Alton Hugh Wallace, as the personal representative of the Estate of Alton Hamric Wallace, deceased; and Patsy Lockett Wallace, individually and as trustee of the Patsy Gayle Lockett Wallace and Alton Hamric Wallace Revocable Trust

Alabama Supreme Court Reverses Summary Judgment, Allowing Undue Influence and Incapacity Claims Against Estate to Proceed

ala · 2026-03-06 · Remanded · Impact: 70/100

This case involves a dispute over the will and trust of Alton Hamric Wallace (the decedent). The decedent's daughter, Holly Wren Wallace Schumpert (the plaintiff), challenged the will and trust, alleg...

In re Christian V.

No-Contest Clause in Will Upheld by California Court of Appeal

calctapp · 2026-02-24 · Defendant Win · Impact: 30/100

In re Christian V., decided by California Court of Appeal on February 24, 2026, resulted in a defendant win outcome. The California Court of Appeal, Third Appellate District, affirmed a lower court's ...

Oasis Home Buyers, L.L.C. v. Estate of Thomas

Deed Validity Upheld in Property Dispute

ohioctapp · 2026-02-13 · Defendant Win · Impact: 25/100

Oasis Home Buyers, L.L.C. v. Estate of Thomas, decided by Ohio Court of Appeals on February 13, 2026, resulted in a defendant win outcome. This case concerns a dispute over the validity of a deed tran...

W.A. Smith Fin., L.L.C. v. Doe

No-Contest Clause Unenforceable Against Good-Faith Will Challenge

ohioctapp · 2026-01-22 · Plaintiff Win · Impact: 65/100

W.A. Smith Fin., L.L.C. v. Doe, decided by Ohio Court of Appeals on January 22, 2026, resulted in a plaintiff win outcome. The core dispute involved whether a "no-contest" clause in a will was enforce...

In re Estate of Alibrando v. Minor

No-Contest Clause Enforceable Against Bad-Faith Will Challenger

ohioctapp · 2026-01-15 · Defendant Win · Impact: 40/100

In re Estate of Alibrando v. Minor, decided by Ohio Court of Appeals on January 15, 2026, resulted in a defendant win outcome. The Ohio Court of Appeals considered whether a "no-contest" clause in a w...

Maryvel Suday and the Estate of Olga Tamez De Suday v. Jesus Lozano Suday

No-Contest Clause Not Triggered by Good-Faith Will Challenge

texapp · 2026-01-14 · Defendant Win · Impact: 40/100

Maryvel Suday and the Estate of Olga Tamez De Suday v. Jesus Lozano Suday, decided by Texas Court of Appeals on January 14, 2026, resulted in a defendant win outcome. This case concerns the interpreta...

In re Thai

No-Contest Clause in Will Upheld by California Court of Appeal

calctapp · 2025-12-16 · Defendant Win · Impact: 30/100

In re Thai, decided by California Court of Appeal on December 16, 2025, resulted in a defendant win outcome. The California Court of Appeal, Third Appellate District, affirmed a lower court's decision...

State ex rel. Papageorgiou v. Avalotis Corp.

Ohio Supreme Court: No-contest clause void if probable cause for will contest

ohio · 2025-12-03 · Plaintiff Win · Impact: 75/100

State ex rel. Papageorgiou v. Avalotis Corp., decided by Ohio Supreme Court on December 3, 2025, resulted in a plaintiff win outcome. The Ohio Supreme Court considered whether a "no-contest" clause in...

In re Estate of Andolsek

No-Contest Clause Not Enforced for Good-Faith Will Challenge

ohioctapp · 2025-11-24 · Plaintiff Win · Impact: 65/100

In re Estate of Andolsek, decided by Ohio Court of Appeals on November 24, 2025, resulted in a plaintiff win outcome. The Ohio Court of Appeals considered whether a "no-contest" clause in a will was e...

In re Grinder

Arbitration clause in settlement agreement found unconscionable

calctapp · 2025-09-05 · Defendant Win · Impact: 45/100

In re Grinder, decided by California Court of Appeal on September 5, 2025, resulted in a defendant win outcome. The California Court of Appeal, Third Appellate District, affirmed the trial court's den...

In re Estate of Dukes

Estranged daughter's challenge to will probate denied due to lack of prejudice

illappct · 2025-07-09 · Defendant Win · Impact: 15/100

In re Estate of Dukes, decided by Illinois Appellate Court on July 9, 2025, resulted in a defendant win outcome. The Illinois Appellate Court affirmed the trial court's decision to deny a petition to ...

In the Matter of Claudia Flower

Will invalid due to improper witness attestation

sc · 2025-07-02 · Defendant Win · Impact: 15/100

In the Matter of Claudia Flower, decided by South Carolina Supreme Court on July 2, 2025, resulted in a defendant win outcome. The core dispute centered on whether Claudia Flower's will was validly ex...

Hulsh v. Hulsh

Appellate Court Affirms Settlement Agreement Division of Retirement Assets

ill · 2025-05-22 · Affirmed · Impact: 15/100

Hulsh v. Hulsh, decided by Illinois Supreme Court on May 22, 2025, resulted in a affirmed outcome. The core dispute involved the interpretation of a settlement agreement in a divorce case, specificall...

In the Matter of Henry N. Portner

Bankruptcy Court Properly Denied Discharge of Fraudulently Incurred Debts

sc · 2025-03-19 · Defendant Win · Impact: 25/100

In the Matter of Henry N. Portner, decided by South Carolina Supreme Court on March 19, 2025, resulted in a defendant win outcome. The core dispute centered on whether the bankruptcy court erred in de...

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